Intel Corp. (NASDAQ:INTC) is witnessing a notable strengthening in market sentiment, with its Benzinga Edge’s Stock Rankings‘ momentum score climbing from 88.53 to 90.51 week-over-week.Check out INTC's stock price here.Intel Jumps In Top Decline Of Momentum GainsThis shift pushes the chipmaker into the top tier of relative strength, signaling that investors are prioritizing macroeconomic tailwinds over a brewing corporate espionage issue involving its foundry rival, Taiwan Semiconductor Manufacturing Co. Lt ...

如果您希望可以时常见面，欢迎标星收藏哦~ 在半导体制造中，2nm，可以说是集先进制程、EUV集群、GAA晶体管、先进封装、供应链 与地缘政治多个标签于一身的重要节点，被各国视为 AI 时代算力主权的门槛。 如今，围绕这一门槛，全球正在上演一场以"建2nm晶圆厂"为核心的资本与国家战略竞赛： 台积电在台湾本土加码 2nm 厂区布局，同时推进美国亚利桑那、日本熊本及德国德累斯顿等 海外项目；英特尔则借 18A 工艺与"国家队股东团"背书，试图重构 foundry 格局；三星在 2nm良率与客户结构上持续追赶；而日本Rapidus则在政策呵护下，押注单晶圆工艺，给衰退 多年的日本半导体一次"重启"的机会。 台积电要建10座2nm厂 据台媒的最新报道，台积电在台湾的2nm布局已经从"七座厂"升级为"十座厂"构想——新竹宝山 2 座、高雄楠梓 5 座，再加上南科特定区规划的 3 座，合计 10 座 2nm 厂。据估算，一座2nm的晶 圆厂的成本大概需要3000亿新台币（80-100亿美元）。那么，台积电这另外新增的三座厂商大约 就需要9000亿。 最新公开信息也在侧面印证这种猜测： 除了台湾本地继续叠加 2nm 与 1 ...

②【中概股普涨】中概股盘前普涨。截至发稿，拼多多上涨0.69%，京东上涨1.29%，蔚来汽车上涨 1.46%，小鹏汽车上涨1.32%。 每经记者｜岳楚鹏 每经编辑｜高涵 ①【数据中心故障导致芝商所交易暂停】当地时间11月27日，由于数据中心故障，芝加哥商品交易所的 期货和期权交易出现了暂停，扰乱了股票、外汇、债券和大宗商品市场。此次故障引发了市场参与者的 普遍不满，他们担心会因此损失一个交易日。截至发稿，芝商所并未恢复交易。 ④【甲骨文洽谈380亿美元巨额贷款】当地时间11月28日，据媒体援引知情人士透露，多家银行正在就 一笔高达380亿美元的新贷款事宜，与甲骨文以及数据中心开发商Vantage Data Centers展开洽谈，这笔 贷款将用于为OpenAI扩建更多基础设施。截至发稿，甲骨文下跌1.64%。 ⑤【苹果就印度反垄断机构380亿美元罚款提起诉讼】当地时间11月27日，据媒体报道，由于可能被处 以高达380亿美元的巨额罚单，苹果公司已在德里高等法院提起诉讼。印度反垄断机构正在调查印度初 创企业联盟以及Tinder母公司Match提出的投诉，这些公司指控苹果存在"滥用行为"，迫使开发者为应 用内购买 ...

C114讯 11月28日消息（南山）近日，台积电起诉前资深副总经理罗唯仁携带台积电2nm机密，跳槽英 特尔担任执行副总裁。 资料显示，罗唯仁毕业于台大物理系，随后取得美国加州大学柏克莱分校固态物理与表面化学博士学 位，曾在英特尔担任先进技术制造厂厂长。 2004年7月加入台积电担任副总经理，2014年2月升任资深 副总经理，2025年7月以75岁高龄退休。 台积电认为，罗唯仁高度可能使用或泄露、告知、交付或移转台积电公司营业秘密及机密信息予英特尔 公司，因此有采取法律行动的必要。 英特尔CEO陈立武很快对此事进行回应称，完全支持罗唯仁，并强调台积电所有的指控毫无根据。 据台媒报道，罗唯仁在退休前曾利用职权，复印大批台积电2nm、A16、A14制程等先进制程技术资 料。 据外媒报道，陈立武在给员工内部信中表示，"根据我们目前掌握的信息，关于罗唯仁的指控毫无根 据，英特尔会继续全力支持他。作为转型一部分，我们欢迎曾在英特尔任职18年、负责晶圆制程技术开 发的罗唯仁回归。他离开英特尔后加入台积电，并持续投入晶圆制程技术开发工作。" 据悉，罗唯仁任职期间即签有保密条款及离职后的竞业禁止条款，承诺离职后不为竞争对手服务 ...

不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 11月28日消息，台湾地区相关部门发布声明， 执法人员因怀疑台积电前高级副总经理罗唯仁涉嫌违反安全 法，突击搜查了其位于台北和新竹的住所。同时已获批准，查封其名下股票与不动产！ 此次搜查行动，标志着台湾地区对这起备受关注的商业纠纷的调查进一步升级。台积电方面指控罗唯仁极 有可能将公司2纳米制程等敏感技术信息泄露给其现任雇主——英特尔公司。英特尔已对此予以否认，而 罗唯仁本人迄今未通过公司渠道公开回应。 台湾地区检方智慧财产分署在声明中指出，罗唯仁涉嫌违反台湾地区法律。周三下午，调查人员持搜查令 对其两处住宅展开搜查，扣押电脑、USB 存储设备及其他相关证据。声明还称，法院已核准检方申请，冻 结其名下股票及不动产。 周四早些时候，英特尔正式驳斥台积电的指控。该公司在电子邮件声明中表示："基于目前已知信息，我 们并无任何理由相信针对罗唯仁先生的指控具备实质依据。" 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 第二步：在公众号里面回复"加群"，按照提示操作即可。 爆料｜投稿｜合作｜社群 文 ...

台积电：禁止罗唯仁赴任英特尔 台积电方面11月25日证实，已向"智慧财产及商业法院"正式提起对罗唯仁的诉讼，主张其违反聘雇合 约、竞业禁止同意书及"营业秘密法"相关规定。 台积电方面称，罗唯仁任职期间已签署保密条款及离职后的竞业禁止条款，台积电资深副总经理兼法务 长方淑华在今年7月对其进行离职面谈时，也特地向罗唯仁说明离职后的竞业禁止义务，且法务长询问 其离职后去向，罗唯仁都回应将到学术机构任职。 然而，罗唯仁离职后，立刻前往英特尔公司担任执行副总裁，他"高度可能"使用或泄露、告知、交付或 移转台积电营业秘密及机密信息予英特尔，因此台积电有必要采取法律行动（包含违约赔偿）。 据台媒报道，今年7月，罗唯仁退休，随后传出10月底已赴英特尔担任研发副总，同时爆出他在离职前 疑似利用其高阶主管身份，要求团队成员向他进行多场技术简报，同时带走涉及2纳米与1.4纳米等先进 制程，共20箱的复印与手写资料。 11月27日消息，据台媒报道，日前，台积电前资深副总经理罗唯仁离职前"扛走20箱机密"，转任英特尔 执行副总裁，台积电已向台湾地区法院提出"暂时状态处分"申请，要求禁止其赴任英特尔。 《中国经营报》记者从英特尔方面获悉 ...

在半导体制造中，2nm，可以说是集先进制程、EUV集群、GAA晶体管、先进封装、供应链与地缘政治多个标签于一身的重要节点，被各国视为 AI 时代 算力主权的门槛。 如今，围绕这一门槛，全球正在上演一场以"建2nm晶圆厂"为核心的资本与国家战略竞赛：台积电在台湾本土加码 2nm 厂区布局，同时推进美国亚利桑 那、日本熊本及德国德累斯顿等海外项目；英特尔则借 18A 工艺与"国家队股东团"背书，试图重构 foundry 格局；三星在2nm良率与客户结构上持续追 赶；而日本Rapidus则在政策呵护下，押注单晶圆工艺，给衰退多年的日本半导体一次"重启"的机会。 台积电要建10座2nm厂 据台媒的最新报道，台积电在台湾的2nm布局已经从"七座厂"升级为"十座厂"构想——新竹宝山 2 座、高雄楠梓 5 座，再加上南科特定区规划的 3 座，合 计 10 座 2nm 厂。据估算，一座2nm的晶圆厂的成本大概需要3000亿新台币（80-100亿美元）。那么，台积电这另外新增的三座厂商大约就需要9000亿。 最新公开信息也在侧面印证这种猜测： 除了台湾本地继续叠加 2nm 与 1.4nm，台积电也积极在海外加大扩张：今年3月份 ...

Core Viewpoint - TSMC has filed a lawsuit against former senior executive Luo Wei-ren for allegedly taking valuable trade secrets to Intel, raising concerns about competition and the semiconductor industry landscape [1][11]. Group 1: Legal Action and Allegations - TSMC officially filed a lawsuit against Luo Wei-ren for violating non-compete agreements and trade secret laws, specifically accusing him of transferring core business secrets to Intel [1][11]. - The lawsuit highlights TSMC's anger towards Intel, indicating the seriousness of the allegations and the potential implications for both companies [1][6]. Group 2: Background of Luo Wei-ren - Luo Wei-ren, aged 75, has a distinguished career in semiconductor manufacturing, having worked at Intel for 18 years before joining TSMC in 2004, where he played a crucial role in advanced process technology [2][3]. - During his tenure at TSMC, he was instrumental in obtaining over 1500 patents, with around 1000 being U.S. patents, contributing significantly to TSMC's rise as a global leader in chip manufacturing [2][3]. Group 3: Details of the Allegations - TSMC claims that Luo misled the company about his future plans, stating he would pursue an academic career, while he actually joined Intel just three months after his retirement [3][5]. - It is alleged that Luo took sensitive information, including details about 2nm technology and other advanced processes, which could provide Intel with a significant competitive advantage [4][5]. Group 4: Implications for the Semiconductor Industry - The case could have far-reaching effects on the semiconductor industry, particularly regarding talent mobility and intellectual property protection, as it underscores the risks associated with insider knowledge transfer [11]. - TSMC's concerns about the potential leakage of advanced technology to Intel could alter the competitive dynamics in the semiconductor market, especially as both companies vie for leadership in cutting-edge manufacturing processes [5][11]. Group 5: Intel's Position - Intel has remained relatively silent on the allegations, with CEO Pat Gelsinger dismissing them as rumors, while not providing details on the hiring process for Luo [6][9]. - The timing of Luo's move to Intel is critical, as the company is attempting to revitalize its foundry business and regain its competitive edge in semiconductor manufacturing [7][9]. Group 6: Previous Incidents of Data Breach - This incident is not isolated, as TSMC faced a similar data breach earlier in the year involving an employee leaking confidential information to a competitor, raising questions about internal security measures [10]. - The semiconductor industry, characterized by high R&D investments, faces significant challenges in protecting proprietary technologies from unauthorized access and competition [10].

Core Viewpoint - The global semiconductor industry is engaged in a strategic competition centered around the construction of 2nm wafer fabs, seen as a critical threshold for AI-era computing sovereignty, with major players like TSMC, Intel, Samsung, and Japan's Rapidus making significant investments and advancements in this area [1][20]. TSMC's Expansion Plans - TSMC has upgraded its plan for 2nm fabs in Taiwan from seven to ten, with an estimated cost of approximately NT$300 billion (US$80-100 billion) per fab, totaling around NT$900 billion for the additional three [2]. - The company is also expanding its overseas presence, increasing its investment in Arizona to US$165 billion, citing insufficient local capacity to meet AI customer demands [2][3]. - TSMC's strategy focuses on serving top-tier clients in AI and high-performance computing, ensuring long-term capacity even amid macroeconomic fluctuations [2][3]. Intel's 18A Technology - Intel's 18A process technology is positioned to compete with TSMC's 2nm offerings, with recent reports indicating improved yield rates and a path to mass production by Q4 2025 [6][8]. - The U.S. government has become Intel's largest single shareholder through the CHIPS Act, providing significant capital support, while NVIDIA has also invested US$5 billion in Intel [8][9]. - Intel's success in the 2nm race will depend not only on the 18A technology but also on its ability to establish itself as a competitive foundry [9]. Samsung's Progress - Samsung's 2nm process yield has improved to 55-60%, with plans to increase monthly production from 8,000 wafers in 2024 to 21,000 by the end of 2025 [11]. - The company has secured a significant contract with Tesla for AI6 chip production, valued at US$16.5 billion over eight years, which is crucial for enhancing Samsung's position in the U.S. foundry market [11][12]. - Samsung aims to regain profitability in its foundry business within two years, leveraging high ASP orders to support its 2nm production ramp-up [12][13]. Japan's Rapidus Initiative - Rapidus, a smaller player, is focusing on establishing domestic 2nm production capabilities with government support, aiming for mass production by the second half of the 2027 fiscal year [15][17]. - The company plans to build a second factory in Hokkaido, with significant investment expected from the Japanese government and private sector [17]. - Rapidus's strategy involves a unique approach to wafer processing, utilizing single-wafer techniques to enhance yield and defect control [18]. Geopolitical and Economic Implications - The race to build 2nm fabs is driven by technological, economic, and geopolitical factors, with 2nm seen as essential for AI infrastructure [20][21]. - Major investments are being supported by government policies and partnerships with leading customers, making the establishment of 2nm fabs a national strategic priority [21]. - The concentration of 2nm production capacity in a few regions raises concerns about supply chain resilience and geopolitical risks [22]. Industry Outlook - The construction of 2nm fabs is expected to benefit semiconductor equipment suppliers significantly, as these facilities require advanced manufacturing technologies [24]. - The expansion of 2nm capacity will also drive demand for advanced packaging and testing solutions, essential for AI chip production [24]. - However, the industry faces uncertainties regarding sustained demand and the potential for overcapacity leading to financial pressures in the future [22][24].

Core Insights - Google's latest seventh-generation Tensor Processing Unit (TPU) "Ironwood" has gained significant industry attention, particularly following the successful launch of the Gemini 3 model, which was trained using Ironwood TPUv7 [1][2] - The success of Google's custom chips is highlighting the growing role of custom ASICs in the AI computing era, potentially benefiting Intel's foundry services and product roadmap [1][3] Google TPU Overview - The Ironwood TPU offers a 2x improvement in performance/efficiency compared to its predecessor, the Trillium TPU, and is being used to train Gemini 3, a leading multimodal and reasoning model [2] - There are speculations that Meta may invest billions in Google TPUs starting in 2027, and Anthropic has expanded its partnership with Google, committing to use up to 1 million TPUs from 2026 [2] TSMC's Role - TSMC is the primary manufacturer for Google's TPU and the latest ARM architecture Axion CPU, with the Ironwood TPU likely utilizing TSMC's N3 process [3] - TSMC's advanced node capacity is currently constrained, with demand outpacing supply, which could impact Google's TPU production [3] Opportunities for Intel's Foundry Services - The increasing interest in TPUs may lead Google to diversify its manufacturing strategy, potentially creating opportunities for Intel's foundry services [4] - Intel's advanced packaging technologies, such as Foveros and EMIB, are seen as favorable alternatives due to ongoing capacity constraints at TSMC [4] Intel's Manufacturing Capacity - Intel's foundry services in the U.S. align with Google's need for regional and capacity diversification, similar to Tesla's recent agreement with Samsung for AI processor production [5] - Intel has secured contracts to manufacture Microsoft's next-generation custom AI processor, indicating its growing role in the custom chip market [5] Intel's Product Department Potential - The momentum of Google's TPU could benefit Intel's product department, which is focusing on optimizing inference performance and cost-effectiveness in AI solutions [6][7] - Intel's upcoming "Crescent Island" AI processor is optimized for AI inference workloads, aligning with the growing demand for custom ASICs [7] Custom ASIC Market Dynamics - Google's success with TPUs may encourage further adoption of custom AI ASICs, positioning Intel's product department favorably in the competitive landscape [8][9] - The industry's shift towards optimizing performance per dollar per watt is increasing the demand for efficient custom ASICs like Google's TPU, especially amid supply constraints for NVIDIA's AI processors [9][10] Conclusion - The strong demand for custom ASICs and the breakthrough of Google's TPU suggest that Intel's AI strategy under CEO Pat Gelsinger is becoming more compelling, potentially enhancing growth prospects for both its product and foundry departments [10]